# Monroe Capital LLC 401(k) Plan
Source: https://planprovider.pro/companies/monroe-capital-llc-401k-plan

> Monroe Capital LLC's 401(k) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monroe Capital LLC

- **Sponsor EIN:** 201790541

- **Sponsor Address:** 311 SOUTH WACKER DRIVE SUITE 6400, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 242

- **Total Assets:** $41.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|242|$41.4M|$1.7M|$3.6M|

| 2023|212|$30.9M|$1.4M|$3.3M|

| 2022|199|$22.5M|$1.1M|$2.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FGMK, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FGMK, LLC](https://planprovider.pro/provider/fgmk-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$113,050|—|$113,050|—|—|

| 2023|$93,338|—|$93,338|—|—|

| 2022|$85,638|—|$85,638|—|—|

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